海外研报

GS--MIS revenue outperforms on strong debt issuance, mitigated by mixed MA performance

We expect investors to have a positive reaction to Moody’s 3Q 2024 earningsrelease,

MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?

Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,

MS_Charts That Caught My Eye_20241022

A guiding principle at Morgan Stanley Research is to enhance

MS_Copper, China and Concentrates_20241021

China stimulus is positive for copper, all else equal. Falling property completions

MS_US Election Brief_20241022

Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.

GS--PulteGroup Inc. (PHM): 3Q24 First Take

3Q Beat Driven By HB Revenues: Pulte reported 3Q adj. EPS (ex-charges) of $3.39,

GS--Research Unplugged: The Draghi Plan & Europe’s Electrification

Following Draghi’s recent study on how to boost Europe’s competitiveness, which

GS--RTX Corp. (RTX): 3Q24 First Take: Results mixed by segment

Bottom Line: RTX 3Q24 revenue, EBIT, EPS, and FCF are ahead of consensus, but

Tarrific Analysis--Market Comments

When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said

The USD looks overvalued vs G10 but not enough to trigger any sell signals

The FAST FX model continues to sit out FX markets and has triggered